Comfort Systems USA Inc (FIX)vsJacobs Solutions Inc. (J)
FIX
Comfort Systems USA Inc
$1,952.37
+0.53%
INDUSTRIALS · Cap: $68.36B
J
Jacobs Solutions Inc.
$118.43
-3.53%
INDUSTRIALS · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 30% more annual revenue ($13.17B vs $10.14B). FIX leads profitability with a 12.1% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.49. FIX earns a higher WallStSmart Score of 60/100 (C).
FIX
Buy60
out of 100
Grade: C
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FIX.
Margin of Safety
-28.5%
Fair Value
$110.78
Current Price
$118.43
$7.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 53 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 38.8% YoY
Growing faster than its price suggests
Revenue surging 27.0% year-over-year
Areas to Watch
1.0% revenue growth
Premium valuation, high expectations priced in
Trading at 106.3x book value
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.9% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : FIX
The strongest argument for FIX centers on Return on Equity, Altman Z-Score, Market Cap. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : FIX
The primary concerns for FIX are Revenue Growth, P/E Ratio, Price/Book. A P/E of 56.2x leaves little room for execution misses.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
FIX profiles as a value stock while J is a growth play — different risk/reward profiles.
FIX carries more volatility with a beta of 1.71 — expect wider price swings.
J is growing revenue faster at 27.0% — sustainability is the question.
FIX generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
FIX scores higher overall (60/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Comfort Systems USA Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair and replacement services for the mechanical and electrical service industry in the United States. The company is headquartered in Houston, Texas.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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